advicer.bio/jeffhodges

Jeffrey Hodges

Managing Partner, Chief Compliance Officer

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Listed in People

Investment Data/Analytics

Client Meeting Support, AI Assistants/Agents, AI Platforms

Planning Light, Performance Reporting, Trading/Rebalancing +10 more

Financial Planning

Compliance, Communications Archiving/Monitoring

+4 more

Client Data Gathering

Custodial Platform

Estate Planning, Outsourced Estate Document Preparation

Tax Planning